Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ORIX IX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-187,550
Closed -$2.68M – 2315
2018
Q4 		$2.68M Sell
187,550
-7,425
-4% -$116K 0.03% 544
2018
Q3 		$3.16M Buy
194,975
+12,470
+7% +$201K 0.03% 512
2018
Q2 		$2.88M Buy
182,505
+500
+0.3% +$8.63K 0.03% 519
2018
Q1 		$3.27M Buy
+182,005
New +$3.29M 0.04% 449

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Cambridge Investment Research Advisors's IX Position: Q1 2019 in Review

Cambridge Investment Research Advisors sold out of ORIX (IX) in Q1 2019, closing a stake of 187,550 shares — an estimated $2.68M sold.

Cambridge Investment Research Advisors first reported a position in IX in Q1 2018 and held it in 4 quarters. The position peaked at $3.27M in Q1 2018. 130 funds tracked by Wall St. Rank hold IX as of Q1 2019.

  • Cambridge Investment Research Advisors reported no remaining ORIX position as of Q1 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 187,550 ORIX shares in Q1 2019, an estimated $2.68M.
  • Cambridge Investment Research Advisors first reported a position in ORIX in Q1 2018 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's ORIX position peaked at $3.27M in Q1 2018.
  • 130 funds tracked by Wall St. Rank held ORIX as of Q1 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2019, filed 8 May 2019.